See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $15,742 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,116 | $66,124+19.6% | $90,404-12.5% | $73,488+7.7% |
| Participation rate | 61.4% | 69.7%-8.3pp | 72.7%-11.3pp | 70.7%-9.3pp |
| Annual return | 14.82% | 17.65%-2.8pp | 1293.02%-1278.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,594 | $2,346-32.1% | $3,262-51.1% | $2,270-29.8% |
| Participant deferral / active EE | $2,410 | $3,039-20.7% | $3,963-39.2% | $3,740-35.6% |
| Admin fee / account holder | $455 | $396+14.9% | $5,611-91.9% | $513-11.2% |